AI Client Health Reviews
A weekly, AI-driven health score for every client in your book — so you stop finding out about churn at the renewal call.
The challenges
What advisors keep running into
Risk lives in your inbox
Cancelled meetings, late uploads, missed payments — scattered across email.
Manual review doesn't scale
Reviewing 30 clients weekly by hand is impossible.
What ADK Intel does
The AI opportunity
Weighted health score
Cash runway, KPI variance, engagement, payment, and risk signals — combined into one number.
Auto-generated review
Plain-language readout of what changed, what's wrong, what to do.
Trend tracking
Watch the score move week over week. Catch decline early.
FAQ
Frequently asked
How often does the score refresh?
Weekly, automatically. You can also trigger an ad-hoc refresh.
Is the methodology configurable?
Yes. Adjust weights and thresholds at the firm or client level.
What signals feed the health score?
Cash runway, KPI variance vs target, engagement (logins, comments, action completion), payment status, and risk signals (cancelled meetings, missing uploads).
Can I customize the weighting?
Yes — firm-wide defaults plus per-client overrides. Most firms keep defaults for 80% of clients.
Related
Continue exploring
ADK Intel was built by operators who ran fractional CFO and CAS practices — and got tired of Sunday-night prep. The team blends advisory firm partners, finance practitioners, and AI engineers who ship US GAAP/IRS-grounded analysis at scale.
Advisors should spend time on judgment, not data shuffling. AI replaces the analyst layer; senior advisors are the moat.
- Fractional CFO operations
- Client Advisory Services (CAS) productization
- Advisor capacity planning
- AI-grounded financial analysis
- White-label advisory delivery
- Standardized monthly client reviews
See ADK Intel in your firm
A 30-minute demo on your real client roster. See the meeting prep, the monthly report, and the AI advisor — live.
Request a demo